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Maximal - Income Fund
Maximal - Income Fund

Maximal - Income Fund

  • Maximal Capital
  • Debt
  • 1
    Out of 8*
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PMS Bazaar
Portfolio age3 years, 6 months
2.06%
0.73%
Hurdle Rate**12.00%
Fixed feeNo Option
Min. Investment1 Cr
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Sarvesh Gupta
  • Manager Rank1 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM199.17
  • Highest Return In 1 Yr22.51%
Profile

Mr. Sarvesh has been investing in equities for more than 15 years with 12 years of experience of being a full-time professional investor across the listed and unlisted space. Prior to launching Maximal Capital PMS, Sarvesh was a SEBI registered investment adviser during 2017-21 across listed equities and high yield debt strategies, generating double digit alpha for clients during this tenure. Before founding Maximal, Sarvesh was the fund manager at Trivantage Capital during 2016-17, a SEBI registered PMS. Sarvesh was instrumental in setting the fund from ground zero to reach multi hundred crores in assets with strong double digit alpha. Preceding that, Sarvesh was Principal with Gaja Capital, one of India’s leading private equity firms focused on investing in sectors across financial services, consumer products and services, education amongst others. At Gaja, he participated and often led the investment process. He was the youngest at Gaja to be inducted in the top decision-making core investment team, having been promoted twice in a span of 3 years.

Other Schemes
AUM (₹ Cr)
₹167.16 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category
Debt
Category Rank
1 Out of 15
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
1 Out of 15
Fixed Fee
No Option
AUM (₹ Cr)
₹810.00 Cr
Hurdle Rate
8%
Benchmark
Crisil Composite Bond Fund Index
Category Rank
2 Out of 15
Fixed Fee
1.75%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.50% or Benchmark
Benchmark
Crisil Credit Index
Category Rank
3 Out of 15
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty Medium to Long Duration Debt Index
Category Rank
4 Out of 15
Fixed Fee
1% Or 1.25%
AUM (₹ Cr)
₹94.25 Cr
Hurdle Rate
No Option
Benchmark
Crisil Credit Index
Category Rank
5 Out of 15
Fixed Fee
1.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
NA
Benchmark
Crisil Composite Bond Fund Index
Category Rank
6 Out of 15
Fixed Fee
0.75%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Maximal Capital
Maximal Capital manages assets worth Rs 209.24 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap and 1 Debt schemes.

AUM (₹ cr)

209.24 (As on Oct, 2025)

Number of Schemes

2
Schemes From This AMC
AUM (₹ Cr)
₹167.16 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
51 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
₹32.01 Cr
Hurdle Rate
12.00%
Benchmark
Nifty Medium to Long Duration Debt Index
Category
Debt
Category Rank
1 Out of 15
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Maximal - Income Fund?
The hurdle rate of Maximal - Income Fund is 12.00%.
What is the fixed fee charged in Maximal - Income Fund ?
The fixed fee charged in Maximal - Income Fund is No Option.
What is the variable fee charged in Maximal - Income Fund ?
The variable fee charged in Maximal - Income Fund is 1.00%.
What is the profit sharing in Maximal - Income Fund ?
The profit sharing in Maximal - Income Fund is 15% Performance Fee over 12% Hurdle.
What is the minimum investment in Maximal - Income Fund ?
The minimum investment in Maximal - Income Fund is ₹1 Cr
What type of scheme is Maximal - Income Fund?
Maximal - Income Fund is an Debt scheme. It falls in the Debt category.
What is the inception date of Maximal - Income Fund?
The inception date of Maximal - Income Fund is Jun 08, 2022.
What is the exit load of Maximal - Income Fund?
Exit load is 3.00% if redeemed in 0-1 year, 2.00% if redeemed in > 1-2 years, 1.00% if redeemed in > 2-3 years, 0% thereafter.